WealthFlow Connect

Moneyinfo Ltd

Mayelana nalolu hlelo lokusebenza

Uhlelo lokusebenza lwe-WealthFlow Connect insizakalo enikezwa yi-WealthFlow futhi enikwe amandla yi-Moneyinfo ekunika isithombe esiphelele sempilo yakho yezezimali.

Indawo eyodwa yazo zonke izinto zezezimali. Konke ukutshala kwakho imali, imali oyikhethile, izimpesheni, imishwalense, ukubhenka, amakhadi wesikweletu nempahla kungalandelelwa kanye nawo wonke amaphepha ahambisana nawo.

Nazi izinto ezimbalwa uhlelo lokusebenza lwe-WealthFlow Connect ezingakusiza ngazo -

• Ukusuka kutshalomali olulodwa kuya kuphothifoliyo ebanzi yokutshala; uhlelo lokusebenza lwe-WealthFlow Connect lwenza kube lula ukuqonda ukuthi utshalomali lwakho lusebenza kanjani ngokubalwa kwansuku zonke, ukwaba nezindleko zesikhwama.

• Ukulandelela iholo lakho nokusebenzisa kwakho kumakhadi wakho wesikweletu nama-akhawunti asebhange. Ngezigaba ezenzakalelayo ukuthengiselana ngakunye ukuze ubone ukuthi uchitha malini kwizikweletu, impahla yakho noma ukudla ngaphandle, nokuthi lokhu kuguquka kanjani ngokuhamba kwesikhathi.

• Ukuqhathanisa imali oyisebenzisile nomholo wakho nokubuka ngeso lengqondo ukuthi kungakanani ongakusindisa ngokuqhubeka kwesikhathi, kukusiza ukufeza izinhloso zakho zezezimali.

• Ukulandela umkhondo wenani lakho lesakhiwo uma kuqhathaniswa ne-Land Registry index kanye nokugcina wonke amadokhumenti akho abalulekile, kubandakanya nezitifiketi zakho zomshuwalense lapho kuphathelene nendawo okuyo. Ukwenza lula ukuthola imininingwane lapho uludinga kakhulu.

• Ukwenza izinqumo ezingcono zezimali kanye nokuphendula imibuzo enjengokuthi; Ngingakwazi ukuthenga indlu yami? Ngabe ngonga imali eyanele emsebenzini wami wokuthatha umhlalaphansi? Ngingathatha umhlalaphansi nini?

• Ukuba nalo lonke ulwazi lwakho lwezezimali endaweni eyodwa. Hhayi ukukunikeza ukuthula kwengqondo kuphela, kepha cabanga nje uma kukhona obezokwenzeka kuwe… Bekungeke kube kuhle yini ukwazi ukuthi yonke imininingwane yakho yezezimali izotholakala kumlingani wakho noma kwabondlayo?

Uhlelo lokusebenza lwe-WealthFlow Connect lwenza ukuqonda nokugcina umkhondo wemali yakho kulula futhi kuphephile.

Uhlelo lokusebenza lwe-WealthFlow Connect luyatholakala kumakhasimende we-WealthFlow. Ukuze uthole usizo lokuqalisa, thintana nethimba [e-mail].